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Insight Type: Research Note

Olivier Blanchard
Olivier Blanchard

$100 Billion High-Speed Broadband Bill Reintroduced by Rep James Clyburn Aimed at Closing the Digital Divide

The $100 billion high speed broadband bill reintroduced by Rep James Clyburn is aimed at closing the digital divide. This is both timely and significant, as the FCC estimates at least 21 million Americans currently may not have access to high speed internet, including as many as 1 in 4 rural households and 1 in 3 households on tribal lands. This puts students and workers in those areas at a severe disadvantage through no fault of their own. That is the digital divide that H.R.1783 aims to correct over the next five years.
Ron Westfall

SAP Capgemini Deal Boosts SAP’s Contingent Workforce Management Proposition

The SAP Capgemini deal boosts SAP’s contingent workforce management proposition, expanding awareness of SAP Fieldglass. Futurum’s Ron Westfall covers the contingent workforce management market segment, what’s ahead, and how this move improves SAP’s competitive position to directly challenge its major workforce rivals by meeting the burgeoning demands of major clients, such as Capgemini. With this win, SAP fortifies its competitive standing in fulfilling the burgeoning distributed workforce demands of workforce, especially including unique contingent workforce requirements.
Fred McClimans

Microsoft Exchange Server Attack Highlights an Issue With On-Prem Software

Microsoft has confirmed a significant security breach of its Exchange email servers and the theft of private emails from businesses, organizations, and government agencies around the world. Futurum’s Fred McClimans breaks down the timeline and what we know so far, and also discusses the behavior issue organizations face regarding on-premises systems.
Daniel Newman

Cloudera Delivers Top and Bottom Line Growth in Q4

Cloudera delivered above expectations on revenue and EPS to finish its FY 21 campaign. A strong 10% YoY gain from its same period FY 20.
Daniel Newman

Oracle Meets Expectations, Raises Dividend as Momentum Grows

Oracle delivered at expectations this quarter while seeing strong growth in its Cloud and SaaS offerings driving 3% revenue growth.
Daniel Newman

NVIDIA and VMWare GPU Virtualization Platform Goes GA

Following last year's partnership announcement, NVIDIA and VMware have brought their AI-Ready platform leveraging GPUs, vSphere, and Tanzu.
Olivier Blanchard
Olivier Blanchard

T-Mobile WFX Unlimited 5G Plans Take on Verizon and AT&T in The Enterprise

With the launch of T-Mobile WFX unlimited 5G plans, it’s clear that T-Mobile is taking on Verizon and AT&T in the enterprise. Futurum’s Olivier Blanchard walks through the T-Mobile offering and T-Mobile’s clear move to take this opportunity to reduce friction and provide businesses with a relatively pain-free alternative and an enterprise-grade unlimited data plan.
Shelly Kramer

Microsoft’s Move to Make Power Automate Desktop Free is a Major RPA Power Play

Microsoft’s move to make Power Automate Desktop free is a major power play, giving enterprise customers every reason to turn to a familiar partner for their RPA and intelligent automation needs. And that is probably making a whole lot of other vendors pretty nervous.
Daniel Newman

Honeywell Recognized for Quantum and Pandemic Leadership

Fast Company awarded Honeywell for its leadership in innovation for the work it is doing on Quantum Computing and helping in the pandemic.
Ron Westfall

HPE’s Formation of HPE CTG Validates Organization-wide Commitment to Open 5G Mission

HPE CTG sharpens HPE’s overall Open 5G proposition aimed at the CSP and enterprise realms. HPE CTG offers the broad 5G portfolio, professional services, and telco portfolio pedigree and expertise needed to power ecosystem-wide adoption of open, cloud-native 5G implementations on a secure, confident basis across cloud environments. In combination with in-house resources such as HPE GreenLake/Ezmeral, HPE CTG now has the competitive foundation to consistently differentiate its solutions against both 5G infrastructure suppliers and public cloud providers. I anticipate and look forward to HPE CTG and Open 5G prospects gaining momentum and advancing during the course of 2021.
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Snapdragon Insiders Program Launch Puts Snapdragon Brand Front-and-Center

Qualcomm’s Snapdragon Insiders Program puts the Snapdragon brand front and center in a clever initiative that might well make the Snapdragon brand a household name among the hundreds of millions of technology enthusiasts whose devices are already powered by the Snapdragon platform.
Ron Westfall

Marvell Octeon DPU Family Boards the Burgeoning Evenstar Initiative

Marvell enlarges its OpenRAN ecosystem credentials by providing a 4G/5G OpenRAN design for Evenstar. The move boosts its OpenRAN support credibility with both OEMs and operators, which is critical for Marvell to win both mind and market share in the already hotly contested OpenRAN segment. The Evenstar initiative is key to Marvell’s overall competitiveness as the company reported in its Q4 2020 results that its quarterly growth mostly came from its Networking business, which benefitted from accelerating 5G builds and Cloud’s continued strength. The overall growth for the Networking business was 22%. As such, I expect Marvell’s goal to support having Evenstar equipment ready for network operator trials by next year takes on more importance in assuring the company’s long-term competitiveness.
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